03/20/2014
Merrill Lynch Wealth Management and Edhec Business School Joins Forces to Advance Goals-Based Wealth Management
We are delighted to be able to work on the industry-relevant and intellectually stimulating subject of risk and goal allocation, thanks to our collaboration with Merrill Lynch on this research chair"
03/20/2014
LLBH Private Wealth Management, an independent wealth management firm advising on approximately $1.5 billion in total client assets, announced it has been named the 2014 "Best Multi-Family Office Overall" in the "New Product" category
03/19/2014
The real-life “Wolf of Wall Street” Jordan Belfort who is now a motivational speaker resides in a luxurious oceanfront home in California
03/19/2014
Several FOX Member Organizations Recognized
03/19/2014
UBS eyes independent space
The firm has been expanding its product offerings and has considered an acquisition as independent firms move to compete for ultrawealthy clients
03/18/2014
"This prestigious award speaks to our collaborative culture and to our unparalleled approach to delivering the best RBC has to offer to our high-net-worth families," said Mary Holenski, head, RBC Private Banking.
03/17/2014
When the integration of the two companies is complete, the new, expanded entity will operate under the name Pinnacle Private Wealth.
03/14/2014
Toronto-Dominion Bank hopes to expand its U.S. wealth management business, targeting a million people with at least $100,000 in liquid assets
03/13/2014
This marks GenSpring’s second expansion in California this year following the announcement of the founding of a family office in Los Angeles in January.
03/12/2014
The asset management industry has stepped up marketing efforts aimed at advisors
"The advisor community is very close-knit, where there is a lot of referencing and comparison of notes."
03/12/2014
Alerus buys boutique Private Bank
The company is targeting Phoenix and Twin Cities for expansion.
03/12/2014
First affiliate is looking to copy the aggregator's trademark partnership
03/12/2014
Takes on 10 adviser teams, which over more than $800 million in assets
03/12/2014
NFP today announced that it has acquired Washington Wealth Management, LLC.
03/11/2014
Wealth management providers need to assess how better to attract more women as investment advisers. They’re missing a big opportunity.
03/10/2014
Top officials at Credit Suisse instructed subordinates to override due diligence standards and accept questionable loans
03/07/2014
Family Office Exchange has announced the agenda for the 2014 Wealth Advisor Forum to be held in Chicago, April 24-25.
03/07/2014
RIA and dually registered advisory channels will grow their share of the advised assets to 26 percent by 2016
03/05/2014
Harris Associates is pleased to announce that it was recognized as the Best Private Wealth Manager for Performance for firms with over $5 billion in assets by the publication Private Asset Management
03/05/2014
Detanna is a Rotary member, past President of the Beverly Hills Chamber of Commerce and past head of the City’s Economic Development Council .